KM
KM
Kelly Marshall
28 Years of Experience
Princeton, WI
1 DisclosureBroker
Kelly Marshall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Princeton, WI, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
104 East Main, Princeton, WI, 54968-0062
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Regulatory History (1)
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Customer Dispute
June 2013Settled
Other Business Activities
Kelly is an owner of M & M Financial Services, LLC, a support company for an RJ office, since 2013. She dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 1997 - Present · 28 yrs 9 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.